Legacy Advisory Services, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Legacy Advisory Services, Llc disclosed 80 stock positions valued at approximately $139.34M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $139.34M
Holdings by Sector
Legacy Advisory Services, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 12.33% | 191,471 | -50,975 | -21.03% | $17,186,449 |
| ISHARES TR | SHV | Other | 8.20% | 103,560 | -105,799 | -50.53% | $11,424,820 |
| ISHARES TR | IVV | Other | 7.49% | 13,634 | +5,472 | +67.04% | $10,441,987 |
| ISHARES TR | USMV | Other | 5.57% | 79,587 | -42,529 | -34.83% | $7,754,983 |
| BLACKROCK ETF TRUST | DYNF | Other | 4.74% | 95,426 | +26,598 | +38.64% | $6,609,215 |
| ISHARES TR | QUAL | Other | 4.67% | 29,292 | -17,882 | -37.91% | $6,509,978 |
| ISHARES TR | SGOV | Other | 4.23% | 58,595 | -99,263 | -62.88% | $5,899,372 |
| ISHARES TR | IVW | Other | 3.31% | 32,422 | +32,422 | +100.00% | $4,612,419 |
| ISHARES TR | IWX | Other | 3.07% | 39,042 | -24,511 | -38.57% | $4,276,277 |
| ISHARES TR | IVE | Other | 2.46% | 15,025 | +15,025 | +100.00% | $3,430,122 |
| GOLDMAN SACHS ETF TR | GSUS | Other | 2.07% | 27,267 | +27,267 | +100.00% | $2,878,577 |
| ISHARES TR | ACWX | Other | 1.80% | 33,103 | +33,103 | +100.00% | $2,503,313 |
| VANGUARD WORLD FD | MGC | Other | 1.72% | 8,469 | -26 | -0.31% | $2,391,150 |
| ISHARES TR | IUSB | Other | 1.65% | 52,283 | +52,283 | +100.00% | $2,305,186 |
| BLACKROCK ETF TRUST | BAI | Other | 1.56% | 46,186 | +46,186 | +100.00% | $2,179,517 |
| BLACKROCK ETF TRUST | CORO | Other | 1.53% | 58,792 | +58,792 | +100.00% | $2,137,089 |
| ISHARES TR | IWL | Other | 1.45% | 10,627 | -4,694 | -30.64% | $2,020,967 |
| BLACKROCK ETF TRUST | BLCR | Other | 1.33% | 37,760 | +37,760 | +100.00% | $1,848,751 |
| ISHARES TR | IOO | Other | 1.30% | 12,564 | -11,286 | -47.32% | $1,809,411 |
| BLACKROCK ETF TRUST | THRO | Other | 1.19% | 37,657 | +37,657 | +100.00% | $1,656,163 |
| BLACKROCK ETF TRUST II | HYMU | Other | 1.18% | 76,758 | -3,442 | -4.29% | $1,640,718 |
| ISHARES TR | IWM | Other | 1.16% | 5,826 | -11,323 | -66.03% | $1,619,108 |
| VANGUARD INSTL INDEX FD | VBIL | Other | 1.10% | 20,221 | -546 | -2.63% | $1,531,134 |
| ISHARES INC | IEMG | Other | 1.09% | 18,661 | +18,661 | +100.00% | $1,514,527 |
| SPDR SERIES TRUST | LGLV | Other | 1.02% | 8,141 | -6,914 | -45.92% | $1,419,074 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.94% | 8,649 | +8,649 | +100.00% | $1,311,124 |
| ISHARES TR | EFV | Other | 0.94% | 16,554 | +16,554 | +100.00% | $1,310,084 |
| ISHARES TR | IQLT | Other | 0.94% | 26,470 | -66,259 | -71.45% | $1,309,471 |
| MICROSOFT CORP | MSFT | Technology | 0.93% | 2,517 | +319 | +14.51% | $1,291,341 |
| GLOBAL X FDS | SHLD | Other | 0.84% | 19,594 | +19,594 | +100.00% | $1,177,208 |
Showing 30 of 80 holdings in the latest reporting period.